Come see us at upcoming industry events
Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.
CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.
Upcoming events
SMIFUK
17 February | York, UK
SMIFUK brings together student-managed investment funds from across the UK and Europe to explore real-world portfolio strategies, network with peers, and engage with professionals in the investment industry. Attendees will gain exposure to applied investment thinking and learn how the CFA Program can support their development as future asset managers.
FMA Conference
5–6 March 2026 | New York City
Hosted by the Financial Management Association, this event bridges academic research and industry practice through panels, networking, and educational sessions. It is an ideal opportunity for students and early-career professionals to connect with thought leaders, explore new research in finance, and learn how the CFA designation aligns with their career goals.
GAME Forum
19–20 March 2026 | New York City
The GAME Forum is one of the largest student investment conferences in the world. It brings together finance students, faculty, and professionals for two days of practical, career-focused programming. With speakers from leading firms and interactive discussions on portfolio management, investment strategy, and market outlooks, the event offers direct engagement with CFA Institute and guidance on pursuing the CFA charter.
Global Excel Summit
19–20 May 2026 | London and online
This international summit is designed for finance professionals and students looking to strengthen their skills in Excel, financial modeling, and data analysis. Through in-person and virtual sessions, participants will explore how these technical tools connect to broader finance competencies. The event also highlights how the CFA Program supports professionals navigating the evolving landscape of data-driven investment decision-making.
CFA Institute events you may be interested in
CFA® Program career paths webinar series: Corporate Investor Relations
This webinar looks at Corporate Investor Relations, the role which serves as an interface between company management and the investment community: primarily portfolio managers, Chief Investment Officers, equity analysts and credit analysts.
Private market real estate and securitization: Bridging alternative assets and credit markets
Join us for this in-depth conversation to gain valuable insights from industry experts and explore how private real estate credit can play a strategic role in long-term investment planning.
29th Annual GIPS® Standards Conference
Connect with peers and gain valuable insights as leading industry and regulatory experts explore the latest trends in investment performance. Don’t miss this premier event for networking and thought leadership.
